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AEEIX vs BKRDX
AEEIX vs BKRDX Comparison
Open Charts AEEIX vs BKRDX
AB Global Real Estate Investment I
Price$13.92
Change+$0.09 (+0.65%)
VolumeN/A
Net Assets44.61M
iShares Developed Real Estate Idx K
Price$7.76
Change+$0.06 (+0.78%)
VolumeN/A
Net Assets227.27M
AEEIX vs BKRDX Comparison Chart
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AEEIX vs. BKRDX commentary
Jan 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEEIX is a Hold and BKRDX is a Hold.
FUNDAMENTALS
Fundamentals
BKRDX has more cash in the bank: 227M vs. AEEIX (44.6M). BKRDX pays higher dividends than AEEIX: BKRDX (3.10) vs AEEIX (1.65). AEEIX was incepted earlier than BKRDX: AEEIX (20 years) vs BKRDX (9 years). AEEIX is a more actively managed with annual turnover of: 41.00 vs. BKRDX (3.00). AEEIX has a lower initial minimum investment than BKRDX: AEEIX (2000000) vs BKRDX (5000000). AEEIX annual gain was more profitable for investors over the last year : 0.84 vs. BKRDX (-15.13). AEEIX return over 5 years is better than : -1.86 vs. BKRDX (-20.25).
| AEEIX | BKRDX | AEEIX / BKRDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -2.041 | -1.772 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.6M | 227M | 20% |
| Annual Yield % from dividends | 1.65 | 3.10 | 53% |
| Returns for 1 year | 0.84 | -15.13 | -6% |
| Returns for 3 years | -13.83 | -27.81 | 50% |
| Returns for 5 years | -1.86 | -20.25 | 9% |
| Returns for 10 years | 25.55 | N/A | - |
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